AI Application Software Leaders

Software applications and data platforms that sell AI into enterprise workflows are the theme. The basket is mostly $1-5B-a-day names. Palantir rebounded on a new government AI partnership after a sharp selloff on the prior Friday. Notes on AI concentration risk keep attention on whether application-layer vendors can hold up if chip leadership stalls. Catalysts: - 2026-10-19 Palantir (PLTR) Stock Jumps 4% on Government AI Deal (https://stocksdownunder.com/palantir-stock-government-ai-knox-partnership/) Launch basket (equal weight): PLTR, NOW, CRM, SNOW, INTU, ORCL, APP, SNPS Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.